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Naviter Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Naviter Wealth’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.8M Sell
179,309
-11,410
-6% -$1.64M 3.1% 6
2025
Q4 		$27M Sell
190,719
-121,080
-39% -$17M 3.52% 5
2025
Q3 		$43.1M Buy
311,799
+35,696
+13% +$4.74M 5.02% 2
2025
Q2 		$35.5M Buy
276,103
+121,562
+79% +$14.6M 4.37% 3
2025
Q1 		$18M Sell
154,541
-4,023
-3% -$482K 2.18% 8
2024
Q4 		$18.6M Buy
158,564
+103,962
+190% +$12.5M 2.25% 7
2024
Q3 		$6.53M Sell
54,602
-6,817
-11% -$781K 0.91% 23
2024
Q2 		$6.9M Sell
61,419
-8,288
-12% -$911K 1.03% 20
2024
Q1 		$7.68M Sell
69,707
-87,447
-56% -$9.18M 1.26% 15
2023
Q4 		$16M Buy
157,154
+130,257
+484% +$12.5M 3.22% 4
2023
Q3 		$2.48M Sell
26,897
-557
-2% -$53.4K 0.6% 37
2023
Q2 		$2.63M Buy
27,454
+4,049
+17% +$376K 0.67% 31
2023
Q1 		$2.13M Sell
23,405
-69,420
-75% -$6.19M 0.75% 26
2022
Q4 		$8.39M Buy
92,825
+85,654
+1,194% +$7.21M 2.3% 10
2022
Q3 		$558K Buy
+7,171
New +$619K 0.23% 111

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Naviter Wealth's ACWI Position: Q1 2026 in Review

Naviter Wealth reduced its iShares MSCI ACWI ETF (ACWI) stake by 6% in Q1 2026, selling an estimated $1.64M and leaving 179,309 shares worth $24.8M. The position accounts for 3.1% of the portfolio, ranked #6.

Naviter Wealth first reported a position in ACWI in Q3 2022 and has held it in 15 quarters since. The position peaked at $43.1M in Q3 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Naviter Wealth held 179,309 shares of iShares MSCI ACWI ETF worth $24.8M as of Q1 2026.
  • Naviter Wealth sold 11,410 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $1.64M.
  • iShares MSCI ACWI ETF made up 3.1% of Naviter Wealth's portfolio in Q1 2026, its #6 holding.
  • Naviter Wealth first reported a position in iShares MSCI ACWI ETF in Q3 2022 and has held it in 15 quarters since.
  • Naviter Wealth's iShares MSCI ACWI ETF position peaked at $43.1M in Q3 2025.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.